Beacon Pointe Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $61.8M | Buy |
497,476
+182,295
| +58% | +$22.4M | 0.33% | 71 |
|
|
2025
Q4 | $35.1M | Sell |
315,181
-4,814
| -2% | -$517K | 0.25% | 92 |
|
|
2025
Q3 | $33M | Sell |
319,995
-120,335
| -27% | -$12M | 0.28% | 78 |
|
|
2025
Q2 | $43.1M | Sell |
440,330
-27,493
| -6% | -$2.62M | 0.45% | 42 |
|
|
2025
Q1 | $41.1M | Buy |
467,823
+11,792
| +3% | +$1.11M | 0.46% | 43 |
|
|
2024
Q4 | $41.2M | Sell |
456,031
-22,795
| -5% | -$1.98M | 0.46% | 42 |
|
|
2024
Q3 | $38.7M | Sell |
478,826
-23,595
| -5% | -$1.73M | 0.45% | 47 |
|
|
2024
Q2 | $34M | Sell |
502,421
-45,741
| -8% | -$2.88M | 0.4% | 53 |
|
|
2024
Q1 | $33M | Buy |
548,162
+9,503
| +2% | +$544K | 0.37% | 54 |
|
|
2023
Q4 | $28.3M | Sell |
538,659
-100,551
| -16% | -$5.32M | 0.34% | 61 |
|
|
2023
Q3 | $34.1M | Buy |
639,210
+129,363
| +25% | +$6.88M | 0.42% | 47 |
|
|
2023
Q2 | $26.7M | Sell |
509,847
-24,612
| -5% | -$1.24M | 0.44% | 51 |
|
|
2023
Q1 | $26.3M | Sell |
534,459
-975
| -0.2% | -$46.3K | 0.45% | 49 |
|
|
2022
Q4 | $25.3M | Buy |
535,434
+25,464
| +5% | +$1.21M | 0.49% | 46 |
|
|
2022
Q3 | $22M | Sell |
509,970
-22,440
| -4% | -$983K | 0.49% | 44 |
|
|
2022
Q2 | $21.6M | Sell |
532,410
-50,694
| -9% | -$2.34M | 0.46% | 50 |
|
|
2022
Q1 | $28.9M | Buy |
583,104
+327,948
| +129% | +$15.4M | 0.4% | 57 |
|
|
2021
Q4 | $12.3M | Sell |
255,156
-96,951
| -28% | -$4.63M | 0.32% | 78 |
|
|
2021
Q3 | $16.4M | Buy |
352,107
+188,298
| +115% | +$9.07M | 0.4% | 62 |
|
|
2021
Q2 | $7.7M | Buy |
163,809
+85,755
| +110% | +$3.99M | 0.27% | 94 |
|
|
2021
Q1 | $3.53M | Sell |
78,054
-4,056
| -5% | -$188K | 0.22% | 91 |
|
|
2020
Q4 | $3.94M | Buy |
82,110
+17,949
| +28% | +$872K | 0.27% | 84 |
|
|
2020
Q3 | $2.99M | Sell |
64,161
-4,653
| -7% | -$207K | 0.29% | 74 |
|
|
2020
Q2 | $2.75M | Buy |
68,814
+27,447
| +66% | +$1.13M | 0.28% | 85 |
|
|
2020
Q1 | $1.56M | Buy |
41,367
+19,422
| +89% | +$747K | 0.25% | 85 |
|
|
2019
Q4 | $870K | Buy |
21,945
+4,230
| +24% | +$168K | 0.27% | 85 |
|
|
2019
Q3 | $699K | Sell |
17,715
-834
| -4% | -$31.5K | 0.3% | 80 |
|
|
2019
Q2 | $682K | Sell |
18,549
-84,720
| -82% | -$2.92M | 0.25% | 97 |
|
|
2019
Q1 | $3.36M | Buy |
103,269
+84,270
| +444% | +$2.73M | 1.26% | 19 |
|
|
2018
Q4 | $591K | Buy |
+18,999
| New | +$609K | 0.36% | 81 |
|
Other funds holding WMT
VCM
VPM
Beacon Pointe Advisors's WMT Position: Q1 2026 in Review
Beacon Pointe Advisors increased its Walmart Inc (WMT) stake by 58% in Q1 2026, buying an estimated $22.4M and bringing the position to 497,476 shares worth $61.8M. The position accounts for 0.33% of the portfolio, ranked #71.
Beacon Pointe Advisors first reported a position in WMT in Q4 2018 and has held it in 30 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Beacon Pointe Advisors held 497,476 shares of Walmart Inc worth $61.8M as of Q1 2026.
- Beacon Pointe Advisors bought 182,295 Walmart Inc shares in Q1 2026, an estimated $22.4M.
- Walmart Inc made up 0.33% of Beacon Pointe Advisors's portfolio in Q1 2026, its #71 holding.
- Beacon Pointe Advisors first reported a position in Walmart Inc in Q4 2018 and has held it in 30 quarters since.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.